Mountain Capital Investment Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-1,971
| Closed | -$487K | – | 107 |
|
2020
Q2 | $487K | Buy |
1,971
+15
| +0.8% | +$3.71K | 0.22% | 31 |
|
2020
Q1 | $394K | Buy |
1,956
+449
| +30% | +$90.4K | 0.2% | 28 |
|
2019
Q4 | $334K | Sell |
1,507
-58
| -4% | -$12.9K | 0.15% | 31 |
|
2019
Q3 | $363K | Sell |
1,565
-837
| -35% | -$194K | 0.32% | 32 |
|
2019
Q2 | $500K | Buy |
2,402
+92
| +4% | +$19.2K | 0.47% | 23 |
|
2019
Q1 | $443K | Buy |
2,310
+901
| +64% | +$173K | 0.48% | 20 |
|
2018
Q4 | $242K | Buy |
1,409
+80
| +6% | +$13.7K | 0.34% | 26 |
|
2018
Q3 | $275K | Buy |
1,329
+20
| +2% | +$4.14K | 0.27% | 29 |
|
2018
Q2 | $255K | Buy |
+1,309
| New | +$255K | 0.25% | 34 |
|
2018
Q1 | – | Sell |
-1,081
| Closed | -$205K | – | 37 |
|
2017
Q4 | $205K | Sell |
1,081
-110
| -9% | -$20.9K | 0.2% | 33 |
|
2017
Q3 | $195K | Buy |
1,191
+995
| +508% | +$163K | 0.17% | 33 |
|
2017
Q2 | $30K | Buy |
+196
| New | +$30K | 0.03% | 169 |
|